SIASUN(SZ:300024) Mei Ri Jing Ji Xin Wen·2025-08-09 05:12Core Viewpoint - The launch of the "Galactic Capsule" by Galaxy General represents a significant advancement in the commercialization of humanoid robots, aiming to enhance retail experiences and operational efficiency in various urban settings [1][4][6]. Group 1: Product and Technology - The "Galactic Capsule" is the world's first fully autonomous robot service pop-up store, designed to operate in commercial environments and provide a variety of products including beverages and snacks [1][3]. - The humanoid robot Galbot is equipped with advanced capabilities, including order taking, payment processing, and product delivery, showcasing its versatility in retail operations [3][4]. - The robot utilizes the latest NVIDIA Jetson AGX THOR supercomputer for tasks such as intelligent sorting and obstacle avoidance, demonstrating high adaptability in complex environments [8][9]. Group 2: Market Strategy and Expansion - Galaxy General plans to establish 100 "Galactic Capsules" across ten or more cities, starting from Beijing, targeting high foot traffic areas such as commercial districts and transportation hubs [4][6]. - The company aims to address labor cost challenges by leveraging robotic solutions, which are expected to become more cost-effective over time compared to human labor [6][7]. - The anticipated daily service capacity for each capsule is 2,000 visitors, with an expected order volume of 500, potentially increasing local foot traffic by 30% to 40% [4][6]. Group 3: Industry Context and Growth - The robot industry has seen a 27.8% year-on-year revenue growth in the first half of the year, with industrial and service robot production increasing by 35.6% and 25.5% respectively, solidifying its position as the largest industrial robot application market globally [9]. - Galaxy General has also ventured into the pharmaceutical sector with humanoid robots operating in 7 unmanned pharmacies, aiming to open 100 stores by the end of the year [7]. - The company has secured significant investment, including an 11 billion yuan funding round led by CATL, indicating strong market confidence in its business model and technological capabilities [7].